Filed May 31, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $0 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,983 | $61,272-52.7% | $149,673-80.6% | $71,457-59.4% |
| Participation rate | 38.8% | 62.5%-23.7pp | 78.8%-39.9pp | 67.9%-29.1pp |
| Annual return | 9.60% | 35.85%-26.3pp | 134.42%-124.8pp | 28.85%-19.2pp |
| Employer contribution / active EE | $698 | $2,378-70.7% | $4,818-85.5% | $2,588-73.0% |
| Participant deferral / active EE | $1,499 | $2,917-48.6% | $5,680-73.6% | $4,289-65.0% |
| Admin fee / account holder | $275 | $1,261-78.2% | $13,210-97.9% | $1,587-82.7% |